Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Allmerica Financial Life SCUDDER GATEWAY ELITE B SHARES Tactical Asset Allocation Moderate | NA | -0.92% | 5.03% | 4.80% | 8.19% | 8.67% | NA | … | … |
Data as of 05/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Allmerica Financial Life SCUDDER GATEWAY ELITE B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 08/02/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -0.92 | 5.03 | 4.80 | 8.19 | 8.67 | NA | … | … | 13.17 | -8.82 | 10.13 | 6.88 | 3.22 | 5.71 | 19.62 | 11.77 | 2.29 | 8.04 | 21.14 | 3.18 | 6.69 | 16.12 | 6.28 | 13.55 | 14.88 | -3.75 | 6.65 |
| Sharpe Ratio | NA | 0.06 | 0.59 | 0.62 | 0.81 | NA | NA | … | … | 2.11 | -0.92 | 2.04 | 0.78 | 0.35 | 0.69 | 2.37 | 1.33 | 0.15 | 0.77 | 2.19 | 0.36 | 0.37 | 1.56 | 0.57 | 1.61 | 2.02 | -0.86 | 1.31 |
| Standard Deviation(%) | NA | 9.46 | 7.87 | 8.36 | 9.64 | NA | NA | … | … | 5.79 | 11.01 | 4.66 | 8.61 | 9.17 | 8.30 | 8.28 | 8.79 | 15.15 | 10.34 | 9.61 | 6.29 | 10.06 | 8.23 | 7.18 | 7.84 | 7.02 | 5.68 | 3.32 |
| Draw Down(%) | NA | 15.47 | 16.08 | 16.08 | 16.08 | NA | NA | … | … | 1.89 | 16.08 | 1.87 | 7.53 | 8.33 | 4.90 | 6.02 | 7.76 | 13.90 | 8.82 | 4.75 | 4.92 | 7.87 | 9.08 | 5.98 | 7.07 | 4.59 | 6.68 | 2.57 |
| Yield(%) | NA | 8.89 | 4.66 | 5.58 | 4.41 | NA | NA | … | … | 2.10 | 7.68 | 3.90 | 1.50 | 6.62 | 8.02 | 4.96 | 3.52 | 1.89 | 2.79 | 4.16 | 5.06 | 8.94 | 10.01 | 7.52 | 2.55 | 3.11 | 4.25 | 6.30 |
Data as of 05/31/2019, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life SCUDDER GATEWAY ELITE B SHARES Tactical Asset Allocation Moderate |
2.39%
Dec 2015 – Dec 2018 |
3.21%
Dec 2013 – Dec 2018 |
7.68%
Dec 2008 – Dec 2018 |
8.14%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Allmerica Financial Life SCUDDER GATEWAY ELITE B SHARES Tactical Asset Allocation Moderate |
15.34%
Apr 2003 – Apr 2006 |
12.80%
Apr 2005 – Apr 2010 |
11.36%
Jul 2003 – Jul 2013 |
10.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart